Build better client relationships with excellent communications

ClientWindow helps you build strong client relationships by providing excellent services.

Clients continue to use their preferred messaging app, such as WhatsApp and WeChat, and business teams continue to use their email, without any disruption.

Manage client conversations more efficiently and effectively with team-wide visibility and proper management oversight.
Client messages are not siloed, lost or forgotten on personal devices.
Create strong client relationships with excellent, personalised communications.

Solve your compliance, data retention and data privacy challenges

Clients increasingly want to talk to their service teams and relationship managers on apps like WhatsApp and WeChat. But this can be very difficult for businesses to manage, especially as it causes data privacy challenges and compliance issues with industry regulations.

Use ClientWindow and stay compliant with industry regulations and data privacy requirements.
Securely manage communication history for effective e-discovery and audit trails.
Integrated with other business systems, including CRM or industry software, for more efficient working processes.
Centralise all messaging app data to ensure it is robustly managed and stored securely to help prevent data leaks and loss, especially when employees exit.
Send documents and attachments securely from your business email to your clients' messaging apps.

Boost billing and give your firm the competitive edge

Your time tracking and billing relies on an accurate representation of how your teams spend their time. By using ClientWindow you will ensure that all time and conversations, across all channels, is captured.

Plus, you can offer a fast, personal service and build better relationships, helping you retain existing clients longer and win more new business.

Strengthen your client relationships with excellent communications.
Meet clients on the messaging app they prefer without managerial or compliance concerns.
Track your time more effectively for accurate billing.

Free Guide

The Benefits of offering WhatsApp as a communication platform to your customers

Chat messaging has become an increasingly popular method of communication in recent years with platforms like WhatsApp being used by billions of people around the world. In this guide we will explore the benefits of implementing WhatsApp as a means to communicate with your clients.

Download Guide

Seamlessly connect clients who prefer messaging apps with business teams who use email

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Build better client relationships with excellent communications

Solve your compliance, data retention and data privacy challenges

Boost billing and give your firm the competitive edge

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From our blog

The Benefits of offering WhatsApp as a communication platform to your customers